Tax office infrastructure, priced transparently.
Professional tax software, CRM operating platform, AI workforce, and service bureau infrastructure — with unlimited preparer seats and per-office funded-product minimums. Built for U.S. tax offices nationwide.
Founding Office pricing is reserved for offices onboarding ahead of the 2026 filing season. Locked rates, priority provisioning, and direct line to the founder — included.
Professional Tax Software Licensing
Federal + unlimited state e-file infrastructure for modern tax offices.
Startup & growing offices. Unlimited preparer licenses.
- Unlimited preparer licenses
- Federal + unlimited state e-file
- Branded client portal
- Mobile tax office app
- Bank product integrations
- Training library access
- Email support
Scaling tax offices. Unlimited preparer licenses.
- Unlimited preparer licenses
- Full CRM integration
- Practice management
- Sales + production dashboards
- Document vault + e-sign
- SMS / email automations
- Bank products + fee withholding
- Live workshops + certifications
- Priority support
Multi-office operations. Unlimited preparer licenses.
- Unlimited preparer licenses
- Advanced analytics
- Enterprise workflow automations
- API / integrations layer
- Audit-grade compliance tooling
- Dedicated onboarding manager
- Quarterly strategy reviews
- Enterprise SLA support
White-label infrastructure for multi-office bureaus. Custom scoped.
- White-label infrastructure
- Multi-office scaling
- Bureau management console
- Operational command systems
- Advanced reporting
- Enterprise provisioning
- Sub-office management
- Commission tracking
- Compliance monitoring
Eligible offices may qualify for renewal credits and ecosystem incentives after meeting minimum funded bank-product production. All funding minimums are measured PER OFFICE — not per preparer.
Check eligibility- •Funding minimums apply PER OFFICE — not per preparer
- •Starter tier: minimum 25 funded bank products per office
- •Professional tier: minimum 50 funded bank products per office
- •Enterprise tier: minimum 100 funded bank products per office
- •Account must remain active and compliant
- •Monthly CRM / hosting fees still apply
- •Additional compliance / service fees may apply
- •Service bureau fees are non-refundable
- •Qualification subject to account standing
Tax Office CRM & Automation Platform
A separate operating layer — billed monthly — that powers pipelines, automations, marketing, AI workflows and multi-office orchestration.
Longer billing cycles automatically apply a discounted effective rate. The annual plan offers the strongest savings.
Operational essentials for solo offices launching their practice.
- Pipelines & calendar
- Email & SMS basics
- Client portal
- Task management
- Lead tracking
- Document library
Marketing + automation for offices ready to scale.
- Everything in Starter
- Automations & workflows
- Marketing campaigns
- Reminder sequences
- Reporting dashboards
- Staff management
Full practice operations + AI assistance for scaling firms.
- Everything in Growth
- AI assistant tools
- Advanced reporting
- Multi-pipeline orchestration
- Production analytics
- Custom forms & intake
- Priority support
White-label infrastructure for bureaus & multi-office groups.
- Everything in Professional
- White-label CRM
- Multi-office dashboards
- Custom workflows
- API access
- Enterprise integrations
- Dedicated success manager
CRM checkout is currently scoped via onboarding so the correct billing cadence, tenant, and white-label scope are provisioned together. Start CRM onboarding.
Add-Ons & Professional Services
Optional services that extend the platform: onboarding, compliance, white-label, AI, business formation, and more.
Service Bureau Disclosures
Service bureau participation involves separate fees, production minimums and compliance requirements. Review the disclosures below before enrolling.
- Funded bank product requirements are measured PER OFFICE — not per preparer
- Service bureau fees are separate from software licensing
- Bank fees vary by provider and are governed by bank product agreements
- Fees may be deducted from funded returns
- Maintenance, hosting, and operational fees apply
- Service bureau services are non-refundable
- Production minimums may apply per bureau agreement
- Compliance participation is required at all times
- All preparers must maintain a valid PTIN per IRS requirements
- All offices must maintain a valid EFIN in good standing
- Operations must comply with IRS Circular 230 — Regulations Governing Practice before the IRS
- Data security must align with IRS Publication 4557 — Safeguarding Taxpayer Data
- Electronic filing must align with IRS Publication 1345 — Handbook for Authorized IRS e-file Providers
- Written Information Security Plan (WISP) required for all offices (FTC Safeguards Rule)
- Identity theft safeguards and IP PIN governance must be enforced
- Due diligence requirements (Form 8867) apply for EITC, CTC/ACTC/ODC, AOTC, and Head of Household
- Annual cybersecurity awareness training required for all staff handling taxpayer data
Regulations governing practice before the Internal Revenue Service. All preparers must comply with conduct, due diligence, and competence standards.
Safeguarding Taxpayer Data. Every office must maintain an administrative, technical, and physical safeguards program.
Handbook for Authorized IRS e-file Providers. EFIN holders must follow electronic filing, recordkeeping, and identity verification standards.
A written Information Security Plan is required for all tax offices handling client data, including incident response and vendor oversight.
All offices must maintain valid EFINs and all preparers must hold valid PTINs in good standing at all times during operations.
IP PIN governance, suspicious filing review, and identity-verification controls must be enforced across every taxpayer engagement.
Required for EITC, CTC / ACTC / ODC, AOTC, and Head of Household filings. Documentation retained per IRS recordkeeping rules.
All staff handling taxpayer data must complete annual security awareness training as part of the office WISP program.
R&A Pro-Tax is an operating ecosystem powered by ROSSNEXUS infrastructure. Software licensing, CRM platform, and service bureau participation are independent commercial products. Funded bank product minimums are measured PER OFFICE — not per preparer. Pricing, eligibility, and disclosures are subject to change and governed by the applicable Service Bureau Agreement, EFIN/PTIN compliance program, WISP, and bank product provider terms. Contact the ROSSNEXUS service team for the latest schedule of fees and the current compliance package.